EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$6.75M
3
+$6.71M
4
KBR icon
KBR
KBR
+$5.23M
5
MRK icon
Merck
MRK
+$2.62M

Top Sells

1
+$7.71M
2
+$3.63M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.01%
1,000
-70
227
$17K 0.01%
364
228
$17K 0.01%
+1,267
229
$17K 0.01%
335
-360
230
$16K 0.01%
304
231
$16K 0.01%
670
232
$16K 0.01%
2,000
233
$16K 0.01%
100
234
$15K 0.01%
800
235
$15K 0.01%
+150
236
$15K 0.01%
962
237
$14K 0.01%
+792
238
$14K 0.01%
352
239
$14K 0.01%
319
240
$14K 0.01%
+387
241
$14K 0.01%
600
-106
242
$13K 0.01%
200
243
$13K 0.01%
300
244
$13K 0.01%
325
245
$13K 0.01%
+650
246
$13K 0.01%
27,000
247
$13K 0.01%
200
248
$13K 0.01%
1,000
249
$13K 0.01%
1,000
250
$13K 0.01%
+1,519
8 9
10
11 12